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NFO

Invesco Insider Sentiment ETF

Delisted

NFO was delisted on the 14th of February, 2020.

30 hedge funds and large institutions have $22M invested in Invesco Insider Sentiment ETF in 2018 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

18% more capital invested

Capital invested by funds: $18.7M → $22M (+$3.34M)

11% more funds holding

Funds holding: 2730 (+3)

56% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 9

Holders
30
Holders Change
+3
Holders Change %
+11.11%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
4
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$5.57M -$429K -6,990 -7%
WMG
2
WESCAP Management Group
California
$4.44M +$4.83M +78,639 New
Morgan Stanley
3
Morgan Stanley
New York
$3.39M -$126K -2,057 -3%
Jane Street
4
Jane Street
New York
$2.13M +$2.31M +37,614 New
LPL Financial
5
LPL Financial
California
$1.61M +$737 +12 +0%
NCMW
6
Northern Capital Management (Wisconsin)
Wisconsin
$996K -$26.7K -435 -2%
MML Investors Services
7
MML Investors Services
Massachusetts
$657K -$23.5K -382 -3%
BHB
8
Bank Hapoalim BM
Israel
$520K -$33.4K -543 -6%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$426K +$463K +7,540 New
Citadel Advisors
10
Citadel Advisors
Florida
$327K +$355K +5,779 New
MCM
11
MAI Capital Management
Ohio
$311K
RJA
12
Raymond James & Associates
Florida
$250K +$18.4K +300 +7%
Bank of America
13
Bank of America
North Carolina
$204K -$6.02K -98 -3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$203K +$20K +326 +10%
PCG
15
Private Capital Group
Connecticut
$182K +$198K +3,216 New
Wells Fargo
16
Wells Fargo
California
$168K -$184 -3 -0.1%
SG Americas Securities
17
SG Americas Securities
New York
$136K -$265K -4,308 -64%
CFGS
18
Concourse Financial Group Securities
Alabama
$134K +$147K +2,385 New
FDCDDQ
19
Federation des caisses Desjardins du Quebec
Quebec, Canada
$121K
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$75K
AG
21
Advisor Group
Arizona
$37K +$5.71K +93 +16%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$36K
IA
23
IFP Advisors
Florida
$31K
RCA
24
Rowland Carmichael Advisors
Arizona
$18K
FANJ
25
Financial Architects (New Jersey)
New Jersey
$8K

NFO Hedge Fund Activity: Q4 2018 in Review

30 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Invesco Insider Sentiment ETF (NFO) for Q4 2018, worth a combined $22M — up 18% from $18.7M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new NFO positions and 4 closed out — a net gain of 3 holders — while 4 added to existing stakes and 9 trimmed.

The largest buyer was WESCAP Management Group, opening a new position worth an estimated $4.83M. The largest seller was UBS Group, cutting an estimated $429K.

  • 30 institutional investors held Invesco Insider Sentiment ETF (NFO) as of Q4 2018, up from 27 in Q3 2018.
  • Funds reported $22M of Invesco Insider Sentiment ETF stock for Q4 2018, up 18% quarter-over-quarter.
  • 7 funds opened new Invesco Insider Sentiment ETF positions in Q4 2018 and 4 closed out, a net change of +3 holders.
  • The largest Invesco Insider Sentiment ETF buyer in Q4 2018 was WESCAP Management Group, an estimated $4.83M added.
  • The largest Invesco Insider Sentiment ETF seller in Q4 2018 was UBS Group, an estimated $429K sold.

Based on aggregated 13F filings for Q4 2018.